Dear Valued Investors and Partners,

The global economic landscape has indeed continued its significant evolution since my last message in June 2025. As we navigate the complex currents of mid-2025, I want to reiterate that our strategic foresight remains remarkably pertinent. This consistency in our outlook and the validity of our prior predictions underscore that we are firmly on the right track and well-prepared for the ongoing global dynamics.

A crucial decision we made was the strategic shift away from green energy projects. While it was not an easy step, the daily news headlines now confirm that a subsidized command-and-control economy has proven to be a misguided energy policy. This move has strengthened our agility and validated our proactive approach.

Our fundamental decision to maintain a strong cash position continues to be a cornerstone of our strategy, providing us with the necessary flexibility to navigate volatility and seize emerging opportunities. While global economic shifts and regional uncertainties persist, our proactive approach ensures we remain agile and resilient.

Our investment activities continue to be sharply focused on Artificial Intelligence (AI), recognizing its transformative power across industries. Furthermore, in direct response to the evolving global challenges, we are strategically expanding our reach.

I am particularly excited to announce a new era for our valued investors. For the first time, institutional investors will have the opportunity to participate in our AI and defense projects through structured securities listed on the SIX Swiss Exchange. This is a milestone that marks our commitment to transparency and accessibility. It is a testament to our profound belief in these projects that Globtec Investment will co-invest the same amount in these ventures, ensuring our interests are fully aligned with yours. We are not just facilitators; we are partners in every investment we offer.

Entering Defense Logistics: We are excited to announce our entry into the defense logistics sector through a new joint venture. This move positions us at the forefront of a critical industry, addressing the complex logistical demands driven by current geopolitical realities.

Expanding Food Production Investments: Building on our established presence in the agricultural and food industries, we are planning further strategic investments in the food production sector. This reinforces our commitment to a vital industry that is increasingly critical for global stability and security.

Dear investors, Globtec is exceptionally well-prepared for the current global environment. We anticipated these challenges long ago, positioning our portfolio and strategies to not only withstand but to thrive amidst the shifts. Your continued trust and partnership are invaluable, and we are confident that our strategic decisions will continue to deliver substantial long-term value.

Sincerely,
Murat Karabay
CEO, Globtec Investment LLC
London, September 01, 2025